Accretive Wealth Partners
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Accretive Wealth Partners’s iShares Gold Trust IAU Stock Holding History

Accretive Wealth Partners’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.23M Buy
105,367
+980
+0.9% +$78.6K 1.75% 12
2026
Q2 		$7.88M Sell
104,387
-1,043
-1% -$88.5K 1.91% 11
2026
Q1 		$9.29M Buy
105,430
+392
+0.4% +$36K 2.61% 7
2025
Q4 		$8.53M Sell
105,038
-667
-0.6% -$52.2K 2.53% 8
2025
Q3 		$7.69M Sell
105,705
-1,823
-2% -$119K 2.35% 8
2025
Q2 		$6.71M Sell
107,528
-2,023
-2% -$125K 2.2% 8
2025
Q1 		$7.07M Buy
109,551
+4,095
+4% +$222K 2.5% 7
2024
Q4 		$5.22M Sell
105,456
-2,170
-2% -$109K 2.22% 10
2024
Q3 		$5.35M Sell
107,626
-5,481
-5% -$257K 2.24% 8
2024
Q2 		$4.97M Sell
113,107
-2,193
-2% -$96.9K 2.08% 10
2024
Q1 		$5.02M Buy
115,300
+285
+0.2% +$11.2K 2.22% 9
2023
Q4 		$4.49M Sell
115,015
-410
-0.4% -$15.3K 2.16% 9
2023
Q3 		$4.04M Sell
115,425
-264
-0.2% -$9.6K 2.41% 9
2023
Q2 		$4.21M Buy
115,689
+2,603
+2% +$97.6K 2.5% 9
2023
Q1 		$4.23M Sell
113,086
-250
-0.2% -$8.97K 2.7% 7
2022
Q4 		$3.92M Buy
113,336
+10,200
+10% +$335K 2.69% 8
2022
Q3 		$3.25M Sell
103,136
-1,633
-2% -$53.5K 2.48% 11
2022
Q2 		$3.6M Sell
104,769
-1,308
-1% -$46.5K 2.61% 10
2022
Q1 		$3.91M Sell
106,077
-1,149
-1% -$41K 2.45% 11
2021
Q4 		$3.73M Sell
107,226
-236
-0.2% -$8.06K 2.38% 9
2021
Q3 		$3.59M Sell
107,462
-6,120
-5% -$209K 2.53% 8
2021
Q2 		$3.83M Buy
113,582
+3,478
+3% +$120K 2.76% 7
2021
Q1 		$3.58M Sell
110,104
-33,672
-23% -$1.15M 3.22% 5
2020
Q4 		$5.21M Buy
+143,776
New +$5.15M 5.15% 1

Other funds holding IAU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Accretive Wealth Partners's IAU Position: Q3 2026 in Review

Accretive Wealth Partners increased its iShares Gold Trust (IAU) stake by 0.94% in Q3 2026, buying an estimated $78.6K and bringing the position to 105,367 shares worth $8.23M. The position accounts for 1.75% of the portfolio, ranked #12.

Accretive Wealth Partners first reported a position in IAU in Q4 2020 and has held it in 24 quarters since. The position peaked at $9.29M in Q1 2026. 1,390 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Accretive Wealth Partners held 105,367 shares of iShares Gold Trust worth $8.23M as of Q3 2026.
  • Accretive Wealth Partners bought 980 iShares Gold Trust shares in Q3 2026, an estimated $78.6K.
  • iShares Gold Trust made up 1.75% of Accretive Wealth Partners's portfolio in Q3 2026, its #12 holding.
  • Accretive Wealth Partners first reported a position in iShares Gold Trust in Q4 2020 and has held it in 24 quarters since.
  • Accretive Wealth Partners's iShares Gold Trust position peaked at $9.29M in Q1 2026.
  • 1,390 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Accretive Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.